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The following fields have been added to the Service Change History query: LOB ID and LOB Name Equipment Type ID and Equipment Type Name Lost to Competitor ID and Lost to Competitor Name E ...
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The following fields have been added to the Accounts and Sites query: Account Credit Limit Site Bill To Selection Fax Number Pathway: Database > Database Query > Accounts and Sites [entity] ...
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An issue has been resolved where manually creating labels from the Service Record Details screen failed to assign the Equipment Type. ...
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An issue has been resolved for accounts assigned to an account class with Service Map and Requests set as the Customer Portal Home Page. This issue was preventing the truck’s last known location from displaying on the Service Map screen. ...
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To help reduce fraudulent activity when adding or charging payment methods in the Customer Portal, new security limits have been implemented. These limits apply on a rolling 24-hour basis, and once reached, an error message will display indicating...
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Last Updated: 11/13/2025
in Setup Home Setup - Other
This article outlines the three types of integrations available between Navusoft and 3rd Eye . Server to Server Features Service Verification & Exceptions Sync Marks a WO with the resulting 3rd Eye Status - Either “Co...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batc...
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An issue has been resolved where negative values in the Customer Portal’s Revenue by Period report were displaying as HTML text. Pathway: Customer Portal > Reports / Documents > Revenue By Period ...
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Previously, Navusoft included the ability to process ACH Credits when using Pineapple. This functionality is no longer supported in CardPointe and has largely been replaced by the option to perform partial refunds. ...
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An issue has been resolved where attempting to change the application of credit invoices resulted in a negative application amount and produced an error when trying to reapply. Pathway: Customer Service Screen > AR History ...